Position in MU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$103,198,970
+$26,655,719 QoQ
Shares Held
305,467
+13.9% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 16.35332130803.ToString("F0")%
Shared 0.ToString("F0")%
None 83.64667869197.ToString("F0")%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026IEQ CAPITAL, LLC holds $1,397,338,737 across 21 Semiconductors names. MU ranks #3 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
4,914,315 | $857,056,536 | |
| 2 | AVGO |
Broadcom Inc.
|
830,351 | $257,001,937 | |
| 3 | MU |
Micron Technology Inc
This page
|
305,467 | $103,198,970 | |
| 4 | INTC |
Intel Corp
|
1,629,988 | $71,931,370 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
78,609 | $26,565,911 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
128,036 | $26,046,363 | |
| 7 | ADI |
Analog Devices Inc
|
57,828 | $18,397,399 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
96,307 | $9,539,207 |
All Filings in MU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $103,198,970 | 305,467 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $76,543,251 | 268,187 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $38,251,526 | 228,613 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,662,132 | 70,281 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,157,478 | 24,830 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $5,434,126 | 64,569 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $6,366,756 | 61,390 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $7,367,915 | 56,017 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $5,958,631 | 50,544 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $3,889,881 | 45,581 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,614,256 | 38,428 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $2,633,580 | 41,730 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $2,647,597 | 43,878 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,304,577 | 46,110 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,094,935 | 21,855 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $911,843 | 16,495 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $1,834,776 | 23,556 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $1,930,440 | 20,724 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $1,137,596 | 16,027 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,177,652 | 13,858 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $954,166 | 10,817 | Shares | Sole | 2021-05-04 | |
| 2020-09-30 | $232,921 | 4,960 | Shares | Other | 2020-11-03 | |
| 2020-03-31 | $441,502 | 10,497 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||